Oct. 31, 2023

#176 - Monte-Carlo Analysis with Income Lab co-founder Johnny Poulsen

#176 - Monte-Carlo Analysis with Income Lab co-founder Johnny Poulsen

Hosts Brad Wright and Jeff Tomaneng are joined by Income Lab co-founder Johnny Poulsen, CFP®. They discuss: Whether or not advisors have been looking at retirement distributions the wrong way What Guardrails are and how they can help a retiree...

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Hosts Brad Wright and Jeff Tomaneng are joined by Income Lab co-founder Johnny Poulsen, CFP®. They discuss:

  • Whether or not advisors have been looking at retirement distributions the wrong way

  • What Guardrails are and how they can help a retiree remain on track

  • How uncertainty can be less stressful than the certainty of a negative event.

You’ll also learn how Monte-Carlo analysis can work during a client’s accumulation phase, but adjustment-based income planning, during retirement, may be better understood and provide more certainty. 


For more info on Income Lab, visit www.incomelab.io